Estate planning is a critical aspect of financial management that ensures your assets are distributed according to your wishes after you pass away.

Inheriting a lump sum can be a life-changing event, and it's essential to approach it with careful consideration and planning. As experienced financial planners, we understand the weight of this situation and the importance of making informed decisions. As a starting point in your decision-making, let’s discuss the first 10 steps to take when you receive an inheritance lump sum that can help you make the most of your newfound wealth.

As the year-end approaches, it is important to take note of the upcoming tax deadlines. As a financial advisor firm that believes in providing our clients with a wealth of knowledge and guidance, we want to remind you of 8 essential tax deadlines for the year 2023.

If you are in the midst of a severe medical emergency and you are by yourself, how will an emergency medical professional know your blood type, any medications you might be taking and the dosage, and if you have children or pets at home that need care if you become hospitalized or incapacitated?

As the year-end approaches, now is an ideal time to review strategic planning opportunities and preview what lies ahead in 2023. We encourage you to discuss these planning topics with your Sand Hill Wealth Manager

If you have a 401(k), an IRA or a life insurance policy, you’re likely familiar with a beneficiary designation form and how it works. You might be wondering then why you’d even bother establishing a trust if your taxable accounts and home can be covered by a TOD designation and your retirement accounts can be covered by a beneficiary designation form.

When you consider your future retirement, you may have specific ideas and preferences in mind. Perhaps one such preference is retiring in another country. While doing so can be full of fascinating possibilities and great happiness, there are specific things to be keenly aware of when structuring your successful retirement plans.

Tax planning is all about implementing a strategic plan when managing an estate or planning for retirement.

When we are young, it is challenging to appreciate an aging process that results in loss of mental capacity and/or death of our loved ones. This happens to some of us more quickly than others.

If you have recently purchased or are considering a secondary residence for use as a short-term rental or personal vacation home, you might be curious about the possible tax breaks and whether or not you can deduct your mortgage interest.